All Videos
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
When Markets React
When markets shift, experienced investors stick to their strategy.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Saving for College 101
Here’s a crash course on saving for college.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Investments
You’ve made investments you